01
A customer sends a message
Read this step
The conversation begins on the WhatsApp number they already know. There is no new destination for the customer to learn.
I need help choosing a plan.
Happy to help—how many people need access?
WhatsApp / AI Customer Agent
Put an AI Customer Agent on the WhatsApp you already use
Connect your personal WhatsApp or WhatsApp Business App by scanning a QR code. Dealism helps answer customer questions, understand buying intent, recommend the next step, and bring you into the conversation when needed.
Keep your current numberQR-code connection
Is Starter right for our five-person team?
Starter looks like a strong fit.
Which channels do you want to connect?
Messages sent
1,380
↗ 15% conversion rate
Choose your connection
Choose the WhatsApp Setup That Fits Your Business
Dealism supports two distinct ways to work with WhatsApp. Choosing the right one at the beginning keeps setup and expectations clear.
- 1Keep Your NumberYou are on the right page.
Connect a personal WhatsApp or standard WhatsApp Business App account through Dealism’s supported QR-code experience. This route is designed for individuals and small businesses that want help with customer conversations on the number they already use. You are on the right page.
Keep Your Number
- 2Choose WABA
Choose WABA if your business needs an API-based WhatsApp setup, approved message templates, or infrastructure intended for a growing messaging operation. Explore Dealism for WABA
AnswerRouteChoose WABA
The real front desk
Your Customers Already Treat WhatsApp Like Your Front Desk
“They ask whether something is available. They want a price, an appointment, a recommendation, or an update. Some send a complete request. Others begin with ‘Hi’ and explain what they need one message at a time.”
Why a faster greeting is not enough
For a small business, WhatsApp automation can reduce repeated attention switching without moving customers to a new channel. Waiting until later means a useful inquiry can disappear beneath newer chats.
The hard part is not sending the same greeting faster. It is understanding which question can be answered, which customer needs another question, and which conversation deserves your attention now.
Dealism adds a trained AI Customer Agent to help with that work while keeping you available for the moments where a person matters.
Conversation flow
Let AI Handle the Repeatable Parts of the Conversation
A fixed auto-reply can acknowledge a message. A WhatsApp AI agent can help decide what should happen next.
02
The Agent understands the request
Read this step
Dealism uses the business knowledge and instructions you provide to identify the topic, interpret intent, and recognize which details are missing.
Live intent analysis
IntentProduct fit
KnownSmall team
MissingTimeline · workflow
03
The Agent gives the conversation direction
Read this step
It can answer from approved information, ask a useful follow-up question, recommend an option, or guide the customer toward the next action you have defined.
01
Answer
02
Qualify
03
Guide
04
You step in when needed
Read this step
When the customer asks for an exception, wants to negotiate, needs specialist judgment, or simply requests a person, the conversation can move to you or your team with its context intact.
Assigned to Sales
WhatsApp · context ready
Small team · interested this month · wants plan comparison
A lighter connection path
Connect With a QR Code—Not an API Project
If your business already works from personal WhatsApp or the WhatsApp Business App, moving to an API platform may be more infrastructure than you currently need.
Connect your WhatsApp channel
Choose a supported WhatsApp connection and keep customer conversations in one workspace.
Your connection includes
- Receive supported WhatsApp messages
- Reply from the shared inbox
- Keep context for human handoff
Supported connection path
Scroll to reveal the connection steps ↓
5-step QR connection
Scan. Connect. Test.
- 01Open the WhatsApp connection in Dealism.
- 02Scan the displayed QR code with the WhatsApp account you want to connect.
- 03Confirm the connected session.
- 04Add your business knowledge and Agent instructions.
- 05Test the experience before using it with customer conversations.
Connection requirements
This path supports personal or standard business accounts and does not require Meta Business Verification. It is separate from WABA and is not a WhatsApp Business Platform API deployment.
Availability depends on the connected device and WhatsApp session remaining ready. Dealism shows the relevant connection status for review.
Grounded in your business
Give Every Message a More Useful Next Step
Train your Agent with the information customers are allowed to receive: products, services, pricing, policies, business hours, availability, qualification criteria, and approved next steps.
How the Agent stays grounded
Then define its role. A Dealism AI agent for WhatsApp can help your business answer, qualify, recommend, and guide customers within the boundaries you approve.
The Agent should work from the knowledge and boundaries you provide. If the information is missing or a decision falls outside those boundaries, handing off is more useful than inventing an answer.
6 things your WhatsApp Agent can do
01
Answer open-ended product and service questions
02
Ask for the information required to understand the customer’s need
03
Recommend a suitable product, service, or action
04
Identify buying or booking intent
05
Guide the customer toward a link, appointment, or team member
06
Recognize when it should stop and ask a person to take over
Real WhatsApp messages
Built for the Way Customers Actually Message
WhatsApp conversations are rarely tidy forms. Dealism helps turn ordinary messages into clearer next steps.
Approved pricing
“How much does it cost?”
How Dealism handles it
The Agent can share approved pricing, explain what is included, and identify when the customer needs a custom quote.
● Incoming WhatsApp message
Product recommendation
“Which option is right for me?”
How Dealism handles it
It can ask what the customer is trying to achieve and use your product or service information to suggest a relevant direction.
● Incoming WhatsApp message
Booking intent
“Are you available tomorrow?”
How Dealism handles it
It can collect the details you require before sending the customer toward the appropriate booking process or team member. See how an AI Customer Agent works for local services.
● Incoming WhatsApp message
Order context
“Can you help with my order?”
How Dealism handles it
It can gather the initial context and follow the support path you define, without pretending to know order information it cannot access.
● Incoming WhatsApp message
Human handoff
“I need to speak to someone.”
How Dealism handles it
It can recognize the request and make room for a human response instead of forcing the customer through unnecessary questions.
Simple setup
Start With the WhatsApp Your Business Already Knows
Step 01 of 05
Connect your account
Open the supported Dealism desktop experience and scan the QR code with the personal or WhatsApp Business App account you want to use.
Connect your WhatsApp channel
Choose a supported WhatsApp connection and keep customer conversations in one workspace.
Your connection includes
- Receive supported WhatsApp messages
- Reply from the shared inbox
- Keep context for human handoff
Supported connection path
Step 02 of 05
Add the right business context
Provide the products, services, policies, common questions, and next steps your Agent should be able to discuss.
Business knowledge
Sources the Agent can use
Services and pricing
2Availability and policies
3Approved answers
4Recommended next steps
Step 03 of 05
Define the Agent’s role
Choose what it should help customers accomplish, how it should communicate, and which situations require human attention.
Agent Setup
Define your Agent’s identity and core purpose.
Basic Info
Shapes how customers perceive your Agent’s persona, tone, and voice.
Avatar
Step 04 of 05
Test the complete handoff
Try realistic questions, missing-information scenarios, and a request to speak with a person. Confirm both reply quality and takeover.
Goals and handoffs
Choose what happens next
Conversation goal
Understand fit, recommend a next step, and route exceptions to your team.
Step 05 of 05
Activate and review
Begin with a clear, limited responsibility. Review real conversations and refine the knowledge or boundaries before expanding what the Agent handles.
Is Starter right for our five-person team?
Starter looks like a strong fit. Which channels do you want to connect?
Messages sent
1,380
↗ 15% conversion rate
Use attention deliberately
Stay in the Conversation Without Staying on Your Phone All Day
The goal is not to remove the business owner from WhatsApp. It is to use attention more deliberately.
AI Customer Agent
Repeatable questions and early discovery
AI answers common questions, gathers context, and keeps the conversation moving.
You and your team
Decisions, exceptions, and relationships
Step in with the conversation context ready—no repeated questions or visible reset.
Explore the unified inboxFree entry points
Bring More Conversations to WhatsApp
These free entry points complement other WhatsApp marketing tools for small businesses by helping customers start the right conversation from a website, email, printed material, or social profile.
The tools create the entry point. Dealism helps continue the conversation.
Responsible use
Built for Customer Conversations—Not Unsolicited Blasting
This WhatsApp experience is intended to help manage legitimate business conversations, especially when a customer has contacted you or an existing relationship already allows the exchange.
Read the messaging boundaries
It is not positioned as a tool for scraped phone lists, artificial activity, or indiscriminate cold-message campaigns. You remain responsible for using WhatsApp in accordance with its terms, respecting customer choices, and following applicable privacy and messaging rules.
If your use case requires approved templates or automated WhatsApp campaigns, review the Dealism WABA channel instead of assuming the desktop connection has the same capabilities.
Questions before you connect
Frequently Asked Questions
Yes. This connection path is designed for a personal WhatsApp or standard WhatsApp Business App account that you already use. You connect it by scanning a QR code through Dealism’s supported desktop experience.
Yes. Dealism’s QR-code connection supports personal WhatsApp accounts as well as standard WhatsApp Business App accounts. It is intended for individuals and small businesses that do not need a WABA deployment.
Yes. You can connect an eligible standard WhatsApp Business App account through the QR-code flow. This is different from connecting the account through the WhatsApp Business Platform API.
Not for the connection described on this page. The supported desktop route does not require a WABA setup or Meta Business Verification. If you need the WhatsApp Business Platform, approved templates, or an API-based operation, use Dealism for WABA.
Dealism displays a QR code during connection. Scan it using the linked-devices process for the WhatsApp account you want to connect, then confirm the session and review its status in Dealism.
The connection depends on the supported Dealism desktop environment and the linked WhatsApp session remaining available. Review the connection indicator and the current product guidance before relying on the Agent for customer conversations.
This setup is designed around the WhatsApp account your business already uses. Because device and session behavior can change with WhatsApp updates, test your normal phone and desktop workflow during setup and follow the current guidance shown in Dealism.
Yes. Human handoff is part of the Dealism experience. Define when the Agent should pause or involve a person, and test those boundaries before activation.
This page describes a QR-connected personal or standard WhatsApp Business App account. WABA is the WhatsApp Business Platform: an API-based option with different onboarding, messaging capabilities, requirements, and operating rules.
This page is focused on handling customer conversations, not unsolicited bulk messaging. For API-based campaigns or template-message requirements, review WABA and ensure your use case follows current WhatsApp rules and applicable consent requirements.
Your number. A more capable first responder.
Keep Your WhatsApp. Add a More Capable First Responder.
Connect the number your customers already know, give your AI Customer Agent the right business context, and stay ready to step in when the conversation needs you.
Connect my WhatsApp